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Our team

Our experts work together to create an experience that extends an independent advisor’s value proposition.

We understand the advice business. Our team brings together experts from different disciplines who know how to create an exceptional advisor and investor experience.

Christopher Arizin

Christopher Arizin

Managing Director, North Region

Jeffrey Benfield

Jeffrey Benfield

Managing Director, Advisor Technology Experience

Frank Byrd

Frank Byrd

Managing Director, West Region

Kevin Crowe

Kevin Crowe

Head of Products and Solutions

Gabriel Garcia

Gabriel Garcia

Managing Director, RIA Client Experience, Business Development, and Strategy

Erich Holland

Erich Holland

Head of Sales and Experience

Heather Hovis

Heather Hovis

Head of Portfolio Management Experience

Shauna Mace, CHPC

Shauna Mace, CHPC

Head of Practice Management

Michael Matkovic

Michael Matkovic

Managing Director, National Accounts

Steve Miller

Steve Miller

Managing Director, Central Region

Dean Mioli, CPA, CFP®

Dean Mioli, CPA, CFP®

Director of Investment Planning

H. Conor O'Brien

H. Conor O'Brien

Head of Digital Engagement

Anthony Peracchia

Anthony Peracchia

Managing Director, South Region

Aaron Von Alst

Aaron Von Alst

Managing Director, Custody and Integration

Marty Whalen

Marty Whalen

Head of Advisor Service and Operations

Wayne M. Withrow

Wayne M. Withrow

Executive Vice President, Head of Global Asset Management

J. Womack

J. Womack

Head of Investment Products and Personalization

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